Microsoft Business Central and Localizing ERP for China: Training for Decision Makers

About the course:

This short program is designed to provide decision-makers the insights needed to understand the modules and integrations of Dynamics 365 Business Central and plan a project for localizing an ERP system to China, including common steps and issues. This workshop is intended to help guide businesses chart an approach to implementing or localizing an ERP to China using Microsoft Dynamics 365 Business Central, and effectively manage the aspects that are critical to their China operations.

This program will cover:

* See complete details of workshop below.

Who should attend:

• CFO’s, and Heads of Finance, Accounting and Comptrollers,
• CIO’s, and Heads of ERP and Information Systems
• Project Managers, Department Managers and Specialists
  

Registration and Fees

This workshop includes all three sessions to be held on July 2, 3 and 4.

CNY 4,500 (or USD 600¹)

¹ Payments in USD do not include China fapiao.

Group and Customer Discounts

For groups of 2 or more attendees, receive a 10% discount per extra person, to a maximum 30% discount. For Dezan Shira & Associates customers, please ask about our special client discounts.

How to Register

• Please complete the registration form and indicate the number of attendees. We will contact you to arrange payment and other details.
• Registration is on a first-come, first-served basis.
• For more information please call us at (86-0411) 3957 3311 ext. 8010 or email us at Phoebe.Yan@dezshira.com.

Workshop Lecturers

The lecturers possess decades of experience in Information Systems and ERP implementation within the Chinese market. Click on their names to view their profiles.

Join This Course with Live Lecturers⟶
Explore Our Tailor-Made ERP Advisory, Localization, and Integration Capabilities⟶
Master ERP compliance and localization in China, explore our guide⟶

Workshop Introduction and Program Details

The adoption of Microsoft Dynamics 365 Business Central is becoming increasingly popular among international businesses in China seeking to optimize their operations, and seamlessly integrate and streamline various business functions with enhanced internal controls onto a unified Enterprise Resource Planning (ERP) platform.

When an ERP system like Business Central is properly “localized” for China, it becomes a crucial tool for business finance, HR, supply chain, manufacturing, and customer management in the Chinese market context. This enables businesses to enhance collaboration, eliminate communication barriers, automate tasks and leverage real-time data access and analytics, empowering decision-makers to elevate their China productivity and performance.

This workshop helps guide businesses through the modules and integrations of Dynamics 365 Business Central, addressing common issues and key steps for localizing ERP systems for use in China. While some comprehensive ERP training courses span days or weeks, this short program is designed specifically to provide decision-makers the insights needed to effectively manage the aspects which are critical to China business operations and charting an approach to implementation or localization using Microsoft Dynamics 365 Business Central.

Our team have meticulously examined and dissected an understanding of the intricacies of the Business Central platform, and reconstructed them into a concise 3x2-hour session crash course, (total 6-hours).

This course covers the information that decision-makers need to know about Business Central for streamlining tasks, extracting valuable data insights, and generating intelligent forecasts. Coupled with discussions regarding China localization configurations and integrations, this course can equip a business to swiftly adapt to market changes and achieve superior performance.

Day 1 - July 2 from 5pm - 7pm China time

• Welcome introduction
• Get started with Microsoft Dynamics 365 Business Central
  • Introduction to Business Central in the China Context
  • User interface in Simplified-Chinese Language
  • Default approval workflow vs. Customized workflow
  • Identify available subscription types for Business Central
  • Explore the relationship management functionality
  • Discover sales capabilities for China operations
    • Unit of measure convert
    • Customer master data
    • Create a sales document 
    • Automate China E-Invoice issuing process
    • Send documents and E-invoice to customers
  • Discover supply chain management capabilities
    • Inventory management
    • Integrate with 3rd party warehouse solution
    • Vendor master data 
    • Automate vendor payment process for a domestic bank
  • Business Central Human Resources capabilities
  • Other China localization features to be considered
• Summary of the training (with Q&A)

Day 2 - July 3 from 5pm - 7pm China time

• Financial management in Microsoft Dynamics 365 Business Central for China
  • Set up the Chart of accounts to meet China GAAP
  • Set up financial dimensions 
  • China Tax setup
  • Accounts payable
  • Accounts receivable
  • Cash and Bank management 
  • Fixed assets management
  • General journals 
  • Monthly closing / Yearly closing
  • PRC Finance reports 
  • Chinese voucher printing
• Data management and insights
  • Import data from Excel
  • Copy data from Excel
  • Edit data in Excel
  • Open data in Excel (Data export)
  • Power app integration 
  • BI reports
• Best practice of data migration from a China ERP system to Business Central
• Summary of the training (with Q&A)

Day 3 - July 4 from 5pm - 7pm China time

• Manage a project in Microsoft Dynamics 365 Business Central
  • Introduction of project management
  • Manage and maintain a project
  • Analyze a project profit and loss
• Recap China localization solutions
  • Chinese language interface
  • Golden tax e-invoice integration 
  • Expense management solution 
  • Bank payment automation
  • Warehouse integration
• Suggestions for successfully implementation of Business Central for China entity
• Summary of the training (with Q&A)

Join This Course with Live Lecturers⟶
Explore Our Tailor-Made ERP Advisory, Localization, and Integration Capabilities⟶
Master ERP compliance and localization in China, explore our guide⟶